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How we add value

We combine the broad expertise of a large global enterprise with the personalized service of a small boutique committed to serving the needs of each individual client.

We deliver customized, best-in-class strategic advice and services, rather than relying on standardized off-the-shelf, one-size-fits-all products.

We guide clients through the entire annual governance cycle, taking a holistic approach that treats the annual meeting as a governance event and proxy solicitation as a source of valuable intelligence about ownership, share voting and board issues.

We work inside the complex back-office network of agents and intermediaries that separate companies from beneficial owners, enabling us to overcome mechanical obstacles and maximize shareholder response.

We have credibility and a relationship of trust with institutional investors, giving us access and an edge when clients need their support.

We work simultaneously in multiple jurisdictions around the globe, giving us familiarity with different governance and disclosure regimes and direct access to the nuances of investor decision-making in diverse markets.

We have constructed a global operations platform, unique in our industry, that is an essential resource for clients dealing with the demands of global investor stewardship standards and local regulatory requirements.

We have over 50 years of experience and a record of success in mergers and acquisitions, proxy contests, takeovers and shareholder activism.

We were the first firm in our industry to adopt a formal Code of Business Conduct and make a public commitment to avoid conflicts of interest and protect client confidentiality.

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